Featured

How to research your own PhD — inspired by Scott Young’s ‘Ultralearning’ — Part I

Introduction

I came across Scott Young on the Learning to Learn course taught by McMaster University & University of California San Diego. This was a course designed to provide strategies and the latest research on learning techniques. Young was featured for his work at completing an MIT degree without going to MIT, and in 12 months rather than four years.

He now makes a career out of his entrepreneurship and his latest book is called Ultralearning.  It’s a fascinating read, exploring how people learnt a lot, effectively, and, at times, quickly. He provides case studies and strategies on how to do the learning as well.


Ultralearning: A strategy for acquiring skills and knowledge that is both self-directed and intense.

I find it inspiring.

Techniques, strategies and perseverance are some of the most important components to learning and excelling. Often, however, these are expected to be somehow ‘internally’ discovered and for people to be born smart. Fixed intelligence is one of the most harmful myths out there. Luckily, more work on neuroplasticity and the growth mindset has shown that people can learn and excel once they know how.

Young shows us ‘how’.

I’ve always wanted to spend my life studying but education is unaffordable in the UK for me in my circumstances. I want to learn from home, at my pace, around my child care, full-time work, and social obligations — and in English.

The main part of this process is learning. I want to learn more about a subject and in great depth. However, the learning part is about methodology. From what I understand, from my years as a social researcher and a one-time PhD student, the process of gaining a PhD is really about learning how to research.

It’s about discovering the following:
How to review the literature,
Find the best research [most appropriate] methods, and
Investigate a topic in a robust way, and demonstrate that you have contributed to knowledge in your field.

Which topic

The first part of the equation, at which I have failed so far, is to find a topic.
Some I have recently been researching and have found interesting are as follows:
– Scrutiny in local politics
– Austerity and the way it has allowed CICs and religious groups to gain control of public services
– Local literature and how it represents its region
Propaganda and local media; coverage and scrutiny of local council in relation to the mayor’s dealings with the churches.

My favourite so far is the latter one: ‘Propaganda and local media; coverage and scrutiny of the local council in relation to the mayor’s dealings with the churches’. It also seems to include some of the other topics as well so that’s even more interesting to me.


The Bristol mayor’s involvement with the churches is a subject I have already written about and which has been ignored by the local press. It is almost certainly newsworthy if public money or officials are involved.

Which field

The second question is within which field would this research lie?
Some of the ones I could see fitting in are as follows:
Propaganda studies,
Local politics,
Ethnography,
Human geography,
Politics –social capital and rational choice theory– and
Communications

One suggestion given to me on how to discover further research and where it sits in which departments, was to search Google Scholar. It’s a simple idea but an effective one. Considering that my topic is –temporarily– the affect of the local media on scrutinising local politics especially to do with religious involvement, I searched for “local politics uk media”.

One of the results is “Who Cares about Local Politics? Media Influences on Local Political Involvement, Issue Awareness, and Attitude Strength”. The authors are from the Communications department at Cornell University. The article is about US politics but I’m just looking at which department and research field is appropriate, so the geographical specifics don’t really matter at the moment.

One tip I picked up from Helen Kara, professional researcher, in her book about how to do a PhD was to assess the abstract, introduction and conclusion in order to discover whether the article would be a useful one.
This seems a useful strategy to me for now so I will stick with it.

Literature Review

Another tip was how to work on a literature review. The first time around at PhD research, I saved all my references in an Excel spreadsheet. I also used Zotero for addition of references straight into my Word documents.
I am familiar with Zotero but I last used it over a decade ago so was a bit dubious about whether better facilities were available. Kara mentioned it in her book recently so that seemed to be recent enough to at least make me give it a go. I downloaded and installed it.

I have added the article about local media from Cornell in and was reminded quite quickly of how simple Zotero is to use.
When or if I start with the Excel spreadsheet, I can use it through Google Docs and add a link.

Assessment Criteria

When Young did his MIT degree in a year project, he had criteria by which to assess his level of completion, and access to resources.

In relation to resources, I can probably get access to them at the University of Bristol or University of the West of England libraries. In relation to criteria, however, I will have to do some more reading about what will be required.

Some books to explore:
Doing Your Research Project: A Guide for First-time Researchers
Authoring a PhD by Patrick Dunleavy
[End of Part I — TBC]
In the following parts, I intend to explore how to assess criteria for a PhD; Research proposal; Time limits or at least some plan on how to structure my time; …

This is the first post on my new blog. I’m just getting this new blog going, so stay tuned for more. Subscribe below to get notified when I post new updates.

Update: mid-September

I spent a lot of time finishing the editing of a manuscript this week so I had less time to blog and research. I did achieve something significant, however, and that has opened up the level of access I have to information.

To take a quick step back, my inspiration for a while now has been Dr. Helen Kara who is a social researcher and blogs about her processes and career. This allowed me to ‘see’ in a way the kind of future that inspired me.

She wrote a while ago about how she joined the Social Researchers Association and how that provided her with access to EBSCO, which is a database of journals.

Throughout the literature review course I was doing, and which gave me a lot of inspiration and motivation as well, there was much mention of databases at universities where people could use keywords to search for articles and literature on their subject. As an independent researcher not affiliated with a university, I had no access to this. At the back of my mind was the idea of heading to a local university, UWE, and registering with them because they have a link with our public city libraries.

UWE is a bus ride away as it’s out of town. We do have a university right in the city centre and they are even currently building a £70 million+ library. They are not so sharing and caring with their resources, however. You can access their material by showing up and requesting a day pass. You will have to have ordered it online previously, wait for notification, hand over some ID and then only read it or photocopy it on the premises. You can’t use their computers.

I have accessed a couple of PhD thesis in this manner. But I need more right now.

So here comes the EBSCO reference from Helen. I checked how much the price for membership was with the SRA and joined up. It’s £60 a year for self-employed researchers. It felt a bit of an investment but £5 a month for access to knowledge is not too bad at all.

The second fluke of stumbling across information was on Twitter this early morning (2 am) and coming across Routledge’s ‘Trending’ series which is open access to December 31. It’s about social media and political activism, and that sounds like exactly what I need. It’s in sociology rather than communications or politics but still it’s an opportunity to discover my ‘colleagues’ out there.

The network of people and writing that I will be joining. My community, as such. Possibly a neighbouring commune of my community, now that I’ve taken a look at the themes being addressed. It’s still helpful though.

Literature Review — Outline

  1. Trolls, echo chambers, misogynism, abuse of politicians and d*ick pics are some of the worst elements of social media. But is that all there is to this platform?
  2. How are social media platforms used? What evidence exists of the number of users and different types of use?
  3. Who own the media?
  4. What types of political participation are out there?
    1. Ingleheart
  5. What are the various media effects on political participation?
  6. How do we measure media effects?
  7. How do we evaluate political participation?
  8. Amongst all that, what is the specific effect of social media on political participation, and more particularly on local politics?

To be continued but this is my initial outline.

Update:

Introduction

Key points

  1. Perception of social media as abusive and chaotic. Things go ‘viral’ and then are forgotten about.
  2. People are increasingly using social media to be activists and discuss local politics;
  3. Local news has had so many cuts that there are few sources left these days.
  4. There are local magazines and newspapers and regional TV so how do these news and information sources affect knowledge and political participation for local residents?

Media effects

Questions addressed in this section: what are the different types of media? what are the media effects of different types of media? what characteristics of people determine certain media effects? how can we measure them?

Info sources:  Ohme (2018); Bulhoun (2015); Dahlgren (2013); Brader (2006)

Key points:

  1. How media affects people;
  2. Politically informed citizens are more easily manipulated by emotional appeals than less involved citizens;
  3. The number of users on social media is growing. Corbyn’s success in terms of numbers is often associated with the rise of Momentum and their mobilisation of the ‘youth’ vote. How is that linked to social media usage?

Local political participation

This sections looks at the following: who are the people likely to participate in local politics and activism? what types of political participation exist?

Info sources: Scheufele (2002); Dahlgren (2013); Inglehart and Norris (2016); Olson (1965; 1971; 2000)

Key points

  1. factors that are related to citizens’ involvement in their local communities, awareness of relevant issues, and attitude strength on issues;
  2. “political engagement” is needed in a democracy.
  3. Links to one’s neighbourhood and social ties are a predictor of engagement in local politics.
  4. In his 1965 book, The Logic of Collective Action: Public Goods and the Theory of Groups, Mancur Olson identified the difficulties groups have in organizing to further their collective interest. Does social media make it easier for groups to organise and therefore solves the collective action problem?
  5. community members have an individual interest in abstaining from collective action and free riding on others’ contributions, but no benefit is produced if nobody participates. For example, marches, rallies or other awareness-raising activities to change entrenched social norms affect the social environment shared by community members whether they participate or not. This creates a temptation to let other community members invest time and effort. 

Social media

Questions addressed in this section: the power of social media; how is it used; definitions of the types out there and how many people use it; how often do stories get picked up by the press from social media? what is its role in informing local residents about local issues?

Info sources: Alterman (2011); Dahlgren (2013) Olson (1971)

Key points

  1. The internet has changed the prior one-way media information flow into one of greater two way political engagement. (Dahlgren)
  2. Does social media solve the collective action problem for ease of communication and coordination? [[is this relevant??]]
  3. What do people do on the internet in relation to local political activism?
  4. What effect does this social media usage/action have on participation? on mobilisation?

Conclusion

Key points

  1. Social media is a form of information transfer similar to news and media but it includes much interaction;
  2. Interaction provides its own reward, to an extent. More followers, more kudos, etc. This could be an incentive to solve the collective action problem. People may invest the time in producing reports and news articles and organising political activism because of the immediate benefit.
  3. The reach of social media users, however, is not as great as that of newspapers and other local media. So this work examines what is the reach and how many do get informed by social media?
  4. Certain stories get covered on social media that would not be picked up at all in the mainstream media. How effective is social media at promoting these stories and informing readers and users?
  5. How effective are companies like Cambridge Analytica at affecting what people think, as compared to say individuals who would not get any space to share their stories without social media?

Concept Map

I’ve been working on a concept map of my research (with much thanks to the FutureLearn course for how to do a literature review). This helps to first identify the structure of the research and then find matching articles and information that fits alongside those concepts.

It’s a great way to work on what research is available without that overwhelming fear of just how much is out there. You look at your concept map, see if a particular article can provide you with an answer to one of the concepts, and then keep it or ditch it.

I’m still working on it. I’m finding it a bit tricky to connect the different media types with the type of media effect, and magnitude of it. I used bubble.us to make it.

Any tips on how to link bits and pieces would be welcomed.

My topic and question is What is the effect of social media on [local?] political participation and knowledge, in relation to local and national media?

Update: social media is known for its unpleasantness, its ‘echo chamber’ and for its ability to make certain items of information go ‘viral’. This made me wonder about the idea of ‘trolling’. The Bristol mayor is well known for being very thin skinned and for calling anyone who questions him on social media ‘trolls’.

That brought up the idea of acceptable and unacceptable political participation.

Crowdsourcing questions

I’m now at the stage where I want to find as many questions about my research as possible. I then plan on using the literature to answer the questions.

I have the following so far:

What effect on political participation and political knowledge, do social media users/forms have in comparison to regional and national media?

What are media effects?

What is defined as social media?

What effect does regional media have?

What effect does national media have on political participation?

What types of political participation are there?

Who has the right to question politicians? Who can be questioned?

  1. Definitions
    1. Social media
      1. Social media users

Please feel free to add your own questions and let me know what you think would be some useful ones.

Drills: Note taking — II

A simple and effective technique for paraphrasing is to read a paper, or even just the abstract, then look away from the text and write down what you remember:

  • what is the study about?
  • what problem does it address?
  • how did they conduct the research?
  • what were the main findings?
  • why is it important?

The next thing to do is add some evaluation;

So as I’m reading a paper, I take summary notes first, then I have a go at paraphrasing it and adding some comments, to emphasise what I find most important.. or I’ll ask questions, and spell out why I think it is or isn’t useful to the discussion and research I’m planning… https://litreviewsite.wordpress.com/2017/12/06/2-10/

three distinct functions of the annotation. First there is a summary of the publication, then a more personal response and evaluation (what I think about it), and finally an explanation of why the source is or isn’t useful to the review I want to write (what I think I might be able to do with this information).

So as a rule, aim to make notes about other researchers’ work in these three ways:

  • synopsis of the facts (what authors have done, found and said)
  • comments on aspects of their research design or findings that you find interesting, new, important, problematic, limited etc
  • comment about how the publication relates to your research project (what seems most useful for your own quest to answer a particular question or articulate a particular problem)

Drills: taking notes and reading — I

“Why did you walk around with crab apples in your cheeks? Yossarian asked again. “That’s what I asked.” 
“Because they’ve got a better shape than horse chestnuts,” Orr answered. “I just told you that.” 
“Why,” swore Yossarian at him approvingly, “you evil-eyed, mechanically-aptituded, disaffiliated son of a bitch, did you walk around with anything in your cheeks?” 
“I didn’t,” Orr said, “walk around with anything in my cheeks. I walked around with crab apples in my cheeks. When I couldn’t get crab apples, I walked around with horse chestnuts. In my cheeks.”
Catch 22

Asking the right questions and looking for the answers in the right places, is a vital way to start any research project.

How does one do that though?

How does one perfect their note-taking to such an extent that asking the right questions and getting the answers you want, happens as a consequence?

I hadn’t really considered that you could learn a skill such as taking notes from articles.

Taking notes is one of the areas that fills me (used to fill me) with trepidation because it seems to take so much time. You have to read the article (5000 to 6000 words), understand it, take notes, see what you think of the notes, and then try to remember it all as you move on to your next article and then the next 100 or 1000 or more.

Sometimes I worry that I’ll only get around to about one article a week but that’s not many when the main advice is to read ‘a lot’. At uni, I would print out the articles and read and underline the parts that seemed significant. I would then write down notes from the highlights and keep my pages. At the top of each page in my notebook I would write the author and the page number.

With electronic files, one tip I was told by a fellow student, who’d completed a diploma in information studies, was to label my article file names as follows: Author surname first name (year) title. You could then easily find it and sort your articles in prep for a lit review as well.

Here are some more tips.

  1. Helen Kara (professional researcher and author of many books on how to research) & Galvan, J and M;

Preselect your articles: read the abstract, introduction and conclusion. You’ll then know whether this article will be useful to you. If not, move on.

2. Vanessa Corcoran (PhD graduate and adviser):

  • Read a lot and take notes on the following:
  • What was the author’s main argument?
  • Kinds of sources?
  • How does this book fit in with the current scholarship?
  • What areas did you take issue with?

3. Scott Young (author and researcher on ultralearning)

Save the articles or papers in a folder. After each article, leave a few blank pages to take notes and recall information afterwards when revising. Recall is a way of learning as well.

4. Time, place, and author — Doing Your Literature Review: Traditional and Systematic Techniques By Jill Jesson, Lydia Matheson, Fiona M Lacey

  • When were the studies conducted?
  • What is the earliest study in relation to the theory in that field?
  • Where were the studies conducted?
  • Who is the author? How many times have they been cited?
  • Who are the key authors in the subject?

“One aspect of time to take into consideration is the original date of publication of the work of a key author. Knowledge is incremental. What we know now has been built up over centuries in some academic fields.”

“When writing, it is customary to mention the study which was published first, to give credit to the author who made the initial argument, theory or finding.”

“You should, of course, try to take a look at the original works if they are available and make your own interpretation.”

5. How to take notes in college (link)

The structured method — The Outline

Choose four or five key points that will be covered in your lecture. Beneath those points write some more in-depth sub-points about each topic as they are covered.

For Review: The Cornell Method

Divide your paper into three sections: notes, cues, and summary.

Your notes section is for the notes you take during class. You can structure them however you like, but most people like to use the outline method.

Write your cues section either during or directly after class. This section can be filled out with main points, people, or potential test questions. Use this section to give yourself cues to help you remember larger ideas.

You can write your summary section directly after class, or later when you’re reviewing your notes. Use this section to summarize the entire lecture.

In Depth: The Mind Map

Start with a concept in the middle and then add notes to depict key ideas. For revision, proceed to add sub-nodes. See further information about Mind Maps from Tony Buzan. I’m using Mindmup.

Holistic: Flow Notes

The point of flow notes is to treat yourself like the student you are, and not a lecture-transcribing machine.

Jot down topics, draw arrows, make little doodles and diagrams and graphs. Go crazy. Engage with the material. Try to actively learn as you’re writing.

Easy: Writing on Slides

Get the slides from the lecture and then use these to take further notes and jot down things you remember.

For articles, you could use the headings and subheadings as visual cues for remembering and jotting down notes.

Visual: Bullet Journaling

When you write in your bullet journal, you turn a blank page into a beautiful representation of your thought process. Try using it to combine different aspects of other note-taking styles. You can have one page that’s dedicated to mind maps, another that’s dedicated to your flow notes, and even sneak in a class schedule or a doodle of Sonic the Hedgehog in somewhere. It’s your bullet journal. I don’t know, do what you want! It’s your journal!

The lesson from these last six tips is to work at taking notes and learning. Taking notes straight to a laptop is not as useful for making connections and being able to internalise the points from the article.

Galval, J author and Galvan M (ed) write about Conducting a Literature Review:

First, attempt to provide a comprehensive and up-to-date review of the topic.

Second, try to demonstrate that you have a thorough command of the field you are studying.

Students writing a literature review chapter frequently ask, “How many research articles must I cite?” In addition, they ask, “How long should I make the review?” Some students are frustrated when they learn that there is no minimum either on the number of research articles to review or on the length of a review chapter.

Some questions that the Galvans pose in relation to reading articles and taking notes, are as follows:

  1. Are there any obvious sampling problems? Explain. (Do not just read the section under the subheading “Sample” because researchers sometimes provide additional information about the sample throughout their reports, especially in the introduction, where they might point out how their sample is different from those used by other researchers, or near the end, where they might discuss the limitations of the sample in relation to the results.)
  2. Are there any obvious measurement problems? Explain.
  3. Has the researcher examined only a narrowly defined problem? Explain.
  4. Did you notice any other flaws? Explain.
  5. Overall, do you think the research makes an important contribution to advancing knowledge? Explain.

Conclusion

I have listed a few methods of note-taking while being conscious of the fact that there are undoubtedly more out there. However, while researching notes I wasn’t writing any of my own so that has to be a priority. When I discover new techniques, I’ll come back and update this page.

The purpose of this post was to look at which skills I could ‘Drill’, i.e. practise over and over until I improved. I am a step closer to that.

References

College Info Geek https://collegeinfogeek.com/how-to-take-notes-in-college/

Corcoran, V. (2018) What I wish I knew before starting grad school https://www.insidehighered.com/advice/2018/10/31/advice-about-grad-school-phd-holder-looking-back-decade-later-opinion

Galvan, J.L, & Galvan, M.C. (editor) (2017) Writing Literature Reviews; Taylor & Francis.

Kara, H. (2015) Starting Your PhD https://helenkara.com/writing/know-more-publishing/

Self evaluation, feedback on timings

One part of this ultralearning project is about achieving a PhD-level of research by myself without a higher education institution; the other part though is not needing to be constrained by typical time limitations. Could I research and write up a thesis and pass a viva, or submit for a PhD via publication in under three years?

That depends on how I can manage my time. Keeping a track of how long the work actually takes me, therefore, needs to be a necessary part of my feedback to myself. I’m not here to impress anyone but to fulfil a task I have set myself.

My initial plan is to keep track and report weekly on how long different parts of the work are taking me.

Some ideas of categories:

  • Researching new sources
    • Carpini, D., After Broadcast News; What Americans know about politics and why it matters;
    • Spatial analysis;
    • Handbook of Propaganda
    • Information effects
    • Media effects
  • Researching linked sources
    • Still following up references from Schefeule et al; still in the Comms Studies subject.
    • Received Kennamer’s Public Opinion, The Press and Public Policy;
  • Reading about doctoral education
    • Patrick Dunleavy’s How to Author a Phd
      • Different styles of arguments in theses;
      • I am reading it as an ebook and have set myself the task of reading at least 1% before I go to bed each night. I am up to 26% (27% now. This blog post has taken two days).
    • 15 minutes to writing a thesis by Joan Bolker
    • Article on grad school advice; particular note on how to take notes.

I spent about 1.5 hours doing the above. I haven’t written anything original or in terms of literature review. I didn’t even take notes of any research. This lack of actual reading and of writing is my main worry.

I’m still adding references from the Scheufele article and adding them to Zotero. I then find articles or books from those authors and add more.

I need to make sure I am reading something each day and taking notes, however, not just researching how to research.

It’s the school holidays for another two weeks so I have the children to take care of, and work to do as well. There will be a bit more time to study once school starts in September.

Literature Review

The literature review is an essential part of a thesis. The student needs to know where to place themselves in the literature, what the literature says about their question, what has already been researched and what conclusions have been drawn.

I’ve always found the literature review a bit of a rabbit hole–in a rather mesmerising fashion. There’s always another article to look up and another book to read and another something, anything, everything available and one step away.

Peter Dunleavy writes in Authoring a PhD: “it is still always a sensible precaution to undertake some form of systematic documentation and bibliographic search at the outset of any PhD, so long as you assign it a strictly limited time frame.” He follows this up with a point that resonated: “a potent reason why we all tend to overextend literature reviews is that doing so postpones this psychologically taxing moment when we have to think through ideas for ourselves.”

This encourages me to think systematically about how to do the literature review but also to limit it in terms of how much time I will invest in it.

An important reason for me to start with the literature review, even though I’m torn with the need to start writing up my survey as soon as possible, is so I have a better sense of which subject best fits with my research.

This is essential as, Dunleavey writes: “How you label schools of thought in your discipline, and how you then describe your own work, will cue readers to where you stand in the subject’s intellectual currents, who you are aligned with and who you are opposed to.”

If your PhD thesis is to be interesting at all then it is inevitable that it will focus to a great extent on some kind of controversy in your discipline, some nexus of debate between different theories, or thematic interpretations, or methodological positions, or empirical standpoints. You will thus have to discuss positions, register criticisms, affirm some loyalties–in short take sides.

No researcher is an island, to paraphrase Donne.

The literature I’ve been drawn to so far, at a very preliminary stage, is from Communication Studies (Kennamer, David (1994); and Scheufele, Shanahan and Kim (2002)) but both of these are quite old–was there even much internet usage in 1994, for example? I need to use them as reference points and see who else has referred to them in their research.

But first, some exploration of how best to do a literature review. This isn’t going to be the only and definitive post on this subject. I intend to explore a few methods and this one felt useful to me for the beginning phase as it provided some direction on what to focus.

The post is from Pat Thomson’s blog on doctoral education (I have occasionally added comments in italics, in parentheses):

getting ready to write about “the literature”

Before the first draft of the literature review:

  • Read a lot (how much is a lot? – ed. check PhDs to see number of references?)
  • Enter relevant aspects into some kind of bibliographic software. (I am using Zotero)
  • Make some notes about key points in each text, probably stored in the same software. (I need to do this!)
  • Mind-map about how the various pieces of literature fit together and how they apply to your project. (Also need to start doing this.)

The above is basically written as an aside; a combination of all the things taken for granted in the literature review. I made sure I noted them, however, because basic or not, it is still useful to point them out. The next three questions are designed to help the author focus their research – the wording is mostly the author’s:

Which studies provide the warrant for your particular project?

In other words, are there any studies which actually say your research is needed? What are they? Why do they say the research is needed?

What studies will your research speak to?

Are there studies like yours but which don’t do exactly what yours will do? In other words, is there a gap in a key set of studies around your topic – say which and what is the gap left and why is this important?

Are there other studies which your research might speak back to? What is the ‘problem’ with these studies that yours might address?

What studies provide the building blocks for your study?

In other words, what literatures are you using as the basis for defining, boundary-ing, and organizing your key ideas?

Why these particular studies and not others?

This ‘personalisation’ equates to the stance that you need in order to write your literature review. Your writing with literatures is all about what is useful to your study and where your work sits in the field. You are not writing a general review of all of the literature.  Your review is always made particular to your study.

I’m still in the ‘read a lot’ stage of the literature review but these three questions seem useful to me. I will keep them at the forefront of my thinking as I focus on what to read next.

Update: 7 September 2019

“A literature review isn’t just about the topic, it’s about someone becoming part of a community of scholars, and it’s a particular way of thinking and communicating. The literature review is a key part of how we keep the scientific game going, so when you do one, you’re not just writing a text – you’re joining in a social activity that’s got purpose.” https://www.futurelearn.com/courses/research-writing

How to research your own PhD — inspired by Scott Young’s ‘Ultralearning’ — Part II

“The core of the ultralearning strategy is intensity and a willingness to prioritize effectiveness.”

I enjoyed reading Scott Young‘s case studies — public speaking, finishing an MIT degree, learning four languages in a year — but it is the principles of ultralearning that allow me to carry on with my project. I want to now how to do it.

In Chapter III, Young talks about how to become an Ultralearner. I’ll provide very brief explanations of each of the principles mentioned. The book itself addresses each one in its own chapter and with examples. I am using them only in reference to researching to a PhD level.

  1. Metalearning: First Draw a Map. Start by learning how to learn the subject or skill you want to tackle. Learn how to do good research and how to draw on your past competencies to learn new skills more easily.
  2. Focus: Sharpen Your Knife. Cultivate the ability to concentrate. Carve out chunks of time when you can focus on learning, and make it easy to just do it.
  3. Directness: Go Straight Ahead. Learn by doing the thing you want to become good at. Don’t trade it off for other tasks, just because those are more convenient or comfortable.
  4. Drill: Attack Your Weakest Point. Be ruthless in improving your weakest points. Break down complex skills into small parts; then master those parts and built them back together again.
  5. Retrieval: Test to Learn. Testing isn’t simply a way of assessing knowledge but a way of creating it. Test yourself before you feel confident, and push yourself to actively recall information rather than passively review it.
  6. Feedback: Don’t Dodge the Punches. Feedback is harsh and uncomfortable. Know how to use it without letting your ego get in the way. Extract the signal from the noise, so you know what to pay attention to and what to ignore.
  7. Retention: Don’t Fill a Leaky Bucket. Understand what you forget and why. Learn to remember things not just for now but forever.
  8. Intuition: Dig Deep Before Building Up. Develop your intuition through play and exploration of concepts and skills. Understand how understanding works, and avoid having recourse to cheap tricks of memorization to avoid deeply knowing things.
  9. Experimentation: Explore Outside Your Comfort Zone. All of these principles are only starting points. True mastery comes not just from following the path trodden by others but from exploring possibilities they haven’t yet imagined.

Metalearning

This principle concerns creating a map of how to learn to research and write up a PhD. I’ve started with a mind map on mindmup for this. So far I have some early ideas on it; the very basics, really.

Mind Map

Metalearning: First Draw a Map

As part of the map, of what needs to happen, I started to explore criteria for doctoral studies. I discovered the following set of guidelines, serendipitously, by spotting someone’s thesis they’d gained through publication.

The guidelines are issued by the QAA and the UK doctorate is in alignment with the Framework for Qualifications of the European Higher Education Area.

“All UK doctorates, regardless of their form, continue to require the main focus of the candidate’s work to demonstrate an original contribution to knowledge in their subject, field or profession, through original research or the original application of existing knowledge or understanding.

“However, all doctoral graduates should be able to do the following:

search for, discover, access, retrieve, sift, interpret, analyse, evaluate, manage, conserve and communicate an ever-increasing volume of knowledge from a range of sources

Doctoral graduates need to be able to evaluate the literature and understand the validity of different levels of knowledge.

  1. Think critically about problems to produce innovative solutions and create new knowledge.
  2. Plan, manage and deliver projects, selecting and justifying appropriate methodological processes while recognising, evaluating and minimising the risks involved and impact on the environment.
  3. Exercise professional standards in research and research integrity, and engage in professional practice, including ethical, legal, and health and safety aspects, bringing enthusiasm, perseverance and integrity to bear on their work activities.
  4. Support, collaborate with and lead colleagues, using a range of teaching, communication and networking skills to influence practice and policy in diverse environments.
  5. Appreciate the need to engage in research with impact and to be able to communicate it to diverse audiences, including the public.
  6. Build relationships with peers, senior colleagues, students and stakeholders with sensitivity to equality, diversity and cultural issues.

The above list of criteria is very useful in figuring out what to keep in mind. It’s interesting to see that a PhD is not only about research but also about communicating it to the world and being part of a group of researchers. Knowledge does not reside in individuals alone.

This adds further criteria to my own plan, such as attending conferences; presenting my ideas; reaching out to others researching in the same field. I have done these things previously as a researcher but I thought of them as asides instead of integral to the work.

The above discussion and criteria have been about doctoral studies through affiliation with a university and a supervisor. However, there is also a pathway towards gaining the PhD by publication. Characteristics often associated with doctorate by retrospective publication awards are as follows:

1. It is normally awarded on the basis of a thesis containing a series of peer-reviewed academic papers, books, cited works or other materials that have been placed in the public domain as articles that have been published, accepted for publication, exhibited or performed, accompanied by a substantial commentary linking the published work and outlining its coherence and significance, together with an oral examination at which the candidate defends his/her research.”

The candidate may not be required to register formally for the qualification or to have followed a formal programme of study towards the degree; in other cases a shorter than normal period of registration is permitted for such candidates, who may already be graduates or academic staff members of the provider, or of a partner provider.”

“In the assessment of doctorates by publication, the candidate is examined on these materials and the commentary, sometimes supported by a CV. The final assessment takes the same form as outlined above for other doctorates, namely assessment of the thesis and/or portfolio and an oral examination (‘viva’ or ‘viva voce’).”

“Irrespective of the type of programme, provider or subject, certain elements are key to the success of doctoral programmes:

A high-quality and vibrant research environment;

Supervision that is appropriate to the candidate and the stage he/she has reached in the programme;

Access to resources and development opportunities;

Opportunities for peer interaction and support;

Demanding but fair academic standards; and,

The need for the candidate to take responsibility for his/her own learning and research output.”

Studying for a doctorate means doing, as well as learning about, research.

Doctoral education is, by nature, an individual experience. Each person’s route to the degree is different.”

Access to an active and vibrant research environment, including contact with other researchers, is fundamental to doctoral candidates’ success, irrespective of subject, mode of study, or location.”

The need for a research environment and contact with other researchers has got me thinking. I feel quite lucky that I discovered professional social researcher Helen Kara and her blog. She writes about research, how to do research, and has knowledge of the field in general. She is also author of several books on how to do research as a doctoral student and otherwise. 

I am contributing to her Patreon to the level where every two months we can talk over Skype. When I have more money I will contribute more. For now, this minimal amount means I can bounce ideas of research methods off her. It may seem trivial but so far she has been a great help. She has pointed out some other blogs on doctoral education (*) and suggested ways I could find out about getting independent ethical approval. Another point she raise, which I wouldn’t have thought of myself, was about who owns the intellectual property of the thesis.

I am at the very early stages but I already feel an enthusiasm for reaching out to others. The lack of reaching out when I started doing my previous PhD was one of my weaknesses. Back then, unfortunately, there was no Twitter, or social media communities. There was no Patreon and I didn’t really know of networks of social researchers.

By the end of this post, my Mind Map has evolved as follows:

Create your website at WordPress.com
Get started